JAMES R. DAVIES, DDS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. DAVIES, DDS, PLLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R. DAVIES, DDS, PLLC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-08 | 9996 |
| Net assets as of the end of the plan year | 2025-09-08 | 628899 |
| Total assets as of the beginning of the plan year | 2025-09-08 | 491093 |
| Value of plan covered by a fidelity bond | 2025-09-08 | 83000 |
| Participant contributions to plan in this plan year | 2025-09-08 | 56310 |
| Other expenses paid from plan in this plan year | 2025-09-08 | 0 |
| Other income to plan in this plan year | 2025-09-08 | 55916 |
| Plan net income in this plan year | 2025-09-08 | 137806 |
| Net assets as of the end of the plan year | 2025-09-08 | 628899 |
| Net assets as of the beginning of the plan year | 2025-09-08 | 491093 |
| Employer contributions to plan in this plan year | 2025-09-08 | 35576 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-08 | 4947 |
| 2024 : JAMES R. DAVIES, DDS, PLLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-30 | 6248 |
| Net assets as of the end of the plan year | 2024-09-30 | 491093 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 386991 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 83000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 45635 |
| Other expenses paid from plan in this plan year | 2024-09-30 | 3494 |
| Other contributions to plan in this plan year | 2024-09-30 | 0 |
| Other income to plan in this plan year | 2024-09-30 | 36645 |
| Plan net income in this plan year | 2024-09-30 | 104102 |
| Net assets as of the end of the plan year | 2024-09-30 | 491093 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 386991 |
| Employer contributions to plan in this plan year | 2024-09-30 | 28070 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 0 |
| 2022 : JAMES R. DAVIES, DDS, PLLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 2702 |
| Net assets as of the end of the plan year | 2022-10-03 | 347660 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 249057 |
| Participant contributions to plan in this plan year | 2022-10-03 | 39279 |
| Other expenses paid from plan in this plan year | 2022-10-03 | 2702 |
| Other contributions to plan in this plan year | 2022-10-03 | 0 |
| Other income to plan in this plan year | 2022-10-03 | 16988 |
| Plan net income in this plan year | 2022-10-03 | 98603 |
| Net assets as of the end of the plan year | 2022-10-03 | 347660 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 249057 |
| Employer contributions to plan in this plan year | 2022-10-03 | 45038 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 0 |
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